Insights

Our monthly investment memos outline the market environment, portfolio positioning, and key risks we are monitoring.

They are written to give clients a clearer view of how we are thinking about markets, valuation, interest rates, inflation, policy, and portfolio risk.

Latest Monthly Investment Memo

September 2026

Tariff Tantrum 2.0

A monthly update on markets, portfolio positioning, and the investment issues we are watching.

 

Read the Latest Memo

The Charter Group's Monthly Letters

Past Monthly Investment Memos and commentary are available below.

These materials are intended to provide context around decisions and reinforce long-term perspective, particularly during periods of market stress or heightened uncertainty.